You’re a Social Media Manager... you find yourself spending hours of your time signing up your clients, sending invoices, booking calls, getting contacts signed and writing numerous emails over and over… 😬
What if I told you that you can automate these tasks within Dubsado and still make it personal?
Lead Capture Forms
To collect info of potential clients
Can be used to book discovery calls (you can even attach the lead capture from to your scheduler)
Can trigger a workflow (dubsado’s automation to kickstart your onboarding process without you lifting a finger)
Scheduler
Syncs with your calendar
No more back & forth with clients
You can set what times and days you want to people to schedule calls.
Can even add payments for one off calls or workshops
Integrate your video conferencing (zoom, google meets) to auto generate your links (so you don't have to!) Download my Dubsado Discovery Call Workflow Template for FREE!
Canned Emails
Canned emails are the email templates within dubsado. You can write whatever templates you want/ need. You can personalise them with the clients info. Make them as formal or informal as you like.
No more writing the same welcome email with the same welcome info again and again and again… SAVING YOU TIME!
You can even set a time delay for the emails if you don’t want them to seem automated!
Invoicing and Contracts.
Instead of using multiple apps for booking calls, invoicing and contracts…. You can do this all within dubsado!
You can even automate these steps! So you aren’t doing the same repetitive admin tasks over and over again - saving your HOURS of time.
You can even set invoice reminders that automatically go out so you don’t have to chase clients!!
Recurring Invoices
Set invoices to go out monthly for your retainer clients so you don’t waste your time manually sending invoices to each client and giving yourself a headache trying to keep track!
Sub-Agreements
You can use these as design proofs - for the client to approve the month's content! Your client then can’t make a u-turn and say they want a whole new lot of content for the month! Making things easier for you and your client.
Client Portal
Gives your clients and organised space for all their invoices, contracts, sub-agreements, emails and appointments. You can also add any pdfs or links that you wish to share.
The client portal login can be linked to your website
Using these features within your business will not only create a smooth experience for your clients, it will give you back hours of time so you can work within your zone of genius! Your days don’t need to be filled with repetitive admin work! No more worrying about if you’ve forgotten to do something for your new client, no more worrying about responding to your new leads when you're out with friends and family! 💖
 | Wanting to automate your tasks... but no idea where to start? I got you! ✨ Check out my Dubsado Services and let's get your client journey on point and Dubsado working for you and your business! P.S for 20% of your first month of your Dubsado Subscription use code freedomcreative30 |
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